Job Description: Loan Sales & Operations Executive

Location: Shalimar Bagh, Delhi
Experience: 1–3 years
Industry Preference: Insurance / BFSI
Employment Type: Full time

About the Role

We are looking for a motivated and customer-focused Loan Sales & Operations Executive to manage loan sales, customer coordination, documentation, and day-to-day operational activities. Candidates with prior experience in the insurance industry and a strong understanding of customer handling and financial products will be preferred.

Key Responsibilities
Generate leads and drive sales of loan products through calls, references, existing customers, and other channels.
Understand customer financial requirements and recommend suitable loan products.
Coordinate with customers throughout the loan application and processing cycle.
Collect, verify, and maintain customer KYC and loan-related documentation.
Coordinate with banks, NBFCs, and internal teams for application processing and approval.
Follow up on pending documents, approvals, disbursements, and customer queries.
Maintain accurate records of leads, applications, follow-ups, and sales activities.
Achieve assigned monthly sales and business targets.




Ensure proper compliance with company policies and documentation requirements.
Provide regular updates and reports to the reporting manager.

Candidate Requirements
1–3 years of experience in loan sales, financial services, insurance, or BFSI.
Experience in the insurance industry is required/preferred.
Positive understanding of customer handling and sales processes.
Robust communication and negotiation skills.
Comfortable with calling, follow-ups, lead conversion, and target-based work.
Basic knowledge of MS Office/Excel and CRM systems.
Ability to manage documentation and operational processes accurately.
Graduate in any discipline preferred.

Key Skills

Loan Sales | Insurance | BFSI | Lead Generation | Customer Handling | Documentation | Follow-ups | Sales Conversion | MS Office | Target Achievement

What We Offer
Competitive salary with performance incentives.
Opportunity to grow within the BFSI/financial services sector.
Supportive work environment and on-the-job training.
Career growth opportunities based on performance.

Job Location: Shalimar Bagh, Delhi

Pay: ₹20,000.00 - ₹35,000.00 per month

Advantages:
Provident Fund

Work Location: In person

📌 Loan Executive Sales Shalimar Bagh (India)
🏢 Spekctrum Sale Solutions
📍 India